As you transition from hourly to fixed fee and from traditional accounting to cloud accounting, creating packages is a solution that serves both you and your client well. Learn the steps needed in order to create packages for your accounting clients so you can increase your profit margins and serve your clients better.
Upon successful completion of this course, participants will be able to:
- List the steps to develop a bookkeeping or tax package for clients
- Identify how many packages you need to develop
- List which services work as packages and which are too risky, along with basic pitfalls of packaging
- Discuss how to prepare a deliverable that describes your packages to your clients
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